Individual skill

client-report

Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".

plugins/agent-plugins/meeting-prep-agent/skills/client-report/SKILL.md

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Observed behavior: Instructions only
Last checked: Nov 9, 2026

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Repository stars (not skill ratings): 41,173
Repository last updated: Oct 28, 2026
License: Apache-2.0

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SKILL.mdcore · 3,300 bytes

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# Client Report

## Workflow

### Step 1: Report Parameters

- **Client name** and household
- **Reporting period**: Quarter, YTD, annual, custom range
- **Accounts**: All accounts or specific account
- **Benchmark**: S&P 500, 60/40 blend, custom benchmark matching IPS
- **Firm branding**: Logo, colors, disclaimers

### Step 2: Performance Summary